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Sage Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sage Advisory Services’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,265
Closed -$1.53M – 44
2024
Q4 		$1.53M Buy
30,265
+9,882
+48% +$501K 0.91% 22
2024
Q3 		$1.03M Hold
20,383
– – 0.29% 30
2024
Q2 		$1.03M Sell
20,383
-753
-4% -$37.8K 0.29% 30
2024
Q1 		$1.07M Sell
21,136
-43,435
-67% -$2.19M 0.29% 31
2023
Q4 		$3.26M Sell
64,571
-3,675
-5% -$184K 0.87% 26
2023
Q3 		$3.4M Buy
68,246
+27,082
+66% +$1.35M 0.95% 25
2023
Q2 		$2.05M Buy
41,164
+9,844
+31% +$488K 0.6% 26
2023
Q1 		$1.55M Sell
31,320
-8,781
-22% -$435K 0.44% 28
2022
Q4 		$1.98M Hold
40,101
– – 0.58% 27
2022
Q3 		$1.98M Buy
40,101
+4,319
+12% +$213K 0.62% 24
2022
Q2 		$1.76M Sell
35,782
-46,089
-56% -$2.28M 0.5% 34
2022
Q1 		$4.06M Sell
81,871
-632
-0.8% -$31.4K 1.02% 26
2021
Q4 		$4.12M Sell
82,503
-26,008
-24% -$1.3M 1.02% 24
2021
Q3 		$5.44M Sell
108,511
-13,112
-11% -$657K 1.41% 24
2021
Q2 		$6.1M Sell
121,623
-70,482
-37% -$3.54M 1.67% 24
2021
Q1 		$9.64M Sell
192,105
-2,620
-1% -$132K 2.35% 18
2020
Q4 		$9.77M Buy
194,725
+121,950
+168% +$6.11M 2.58% 17
2020
Q3 		$3.65M Sell
72,775
-40,827
-36% -$2.04M 1.2% 24
2020
Q2 		$5.68M Buy
113,602
+26,074
+30% +$1.29M 1.79% 19
2020
Q1 		$4.24M Buy
+87,528
New +$4.36M 1.63% 20
2019
Q2 		– Sell
-573,719
Closed -$28.8M – 55
2019
Q1 		$28.8M Sell
573,719
-7,940
-1% -$398K 2.76% 12
2018
Q4 		$29M Buy
581,659
+20,383
+4% +$1.02M 3.03% 10
2018
Q3 		$28.2M Buy
561,276
+5,908
+1% +$296K 2.69% 10
2018
Q2 		$27.9M Sell
555,368
-158,384
-22% -$7.94M 2.75% 10
2018
Q1 		$35.8M Buy
713,752
+262,053
+58% +$13.1M 3.59% 8
2017
Q4 		$22.6M Buy
451,699
+3,020
+0.7% +$152K 2.27% 14
2017
Q3 		$22.6M Buy
+448,679
New +$22.5M 2.43% 12

Other funds holding NEAR

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Advisory Services's NEAR Position: Q1 2025 in Review

Sage Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2025, closing a stake of 30,265 shares — an estimated $1.53M sold.

Sage Advisory Services first reported a position in NEAR in Q3 2017 and held it in 27 quarters. The position peaked at $35.8M in Q1 2018. 363 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

  • Sage Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sage Advisory Services sold 30,265 iShares Short Maturity Bond ETF shares in Q1 2025, an estimated $1.53M.
  • Sage Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and held it in 27 quarters.
  • Sage Advisory Services's iShares Short Maturity Bond ETF position peaked at $35.8M in Q1 2018.
  • 363 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on Sage Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.